Adviser and broker representative · Truist Advisory Services, Inc.
Bethany Tanner
CRD 5613235 · Ponte Vedra, FL
At a glance
Bethany Tanner is an investment adviser representative with Truist Advisory Services, Inc. in Ponte Vedra, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Bethany’s SEC record dates to 2009, about 16 years ago. Bethany is also registered as a broker representative.
Current advisory firm
- Truist Advisory Services, Inc.Since October 2025Ponte Vedra, FL · $77B in regulatory assets
SEC adviser record
- Registered since
- 2009 (16 years)
- Designations
- None on file
- Exams
- Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Bethany’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.